New Client Notice
We are currently not accepting new clients for the 2025 tax year (returns filed in 2026). If you are interested in becoming a client for the 2026 tax year (returns filed in 2027), you are welcome to complete the New Client Questionnaire below. We will review submissions later in the year as capacity allows and reach out when the intake period opens. Thank you for your interest and understanding.
This questionnaire is designed to help us understand your goals, preferences, and requirements, ensuring we can determine the best way to assist you. By providing this information, we can assess if our services are the right fit for you. Once completed, one of our experienced CPAs will contact you to discuss the next steps and explore how we can work together effectively.
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